Matthew Johnson Takes Leadership Role in Estate Planning Council
Matthew Johnson Elected President of Estate Planning Council
Moors & Cabot Investments is thrilled to announce that Matthew Johnson, who serves as the Vice President of Advisory Services, has been elected President of the Estate Planning Council. This prestigious role underscores Matt's remarkable dedication and leadership in the financial planning sector.
Commitment to the Community
The Estate Planning Council is an interdisciplinary assembly comprising firsthand experts in estate planning, including estate and taxation attorneys, certified public accountants, trust officers, chartered life underwriters, certified financial planners, and charitable advisors. This dynamic group collaborates to promote awareness and provide exceptional services that tackle complex challenges faced by their clients.
Matthew's Impactful Journey
Matthew has been an active member of the council for seven years and part of its leadership for the past four years. His tireless efforts reflect his commitment to enhancing awareness around the council’s mission and outreach initiatives aimed at professional partners. His journey is fueled by a passion for comprehensive financial planning and a steadfast dedication to growing his expertise to benefit his clients.
Formation of The Johnson Cotroneo Group
In 2023, Matt, alongside his business partner Brian Cotroneo, joined forces with Moors & Cabot Investments to establish The Johnson Cotroneo Group. This team has a diverse clientele, including special needs families, retirees, military veterans, and small business owners, providing tailored financial solutions that meet a variety of unique needs.
Support from Moors & Cabot Leadership
Jamie Frazier, Chief Growth Officer of Moors & Cabot, expressed pride in Matt's election as President. "Matt's dedication to the local community and service of others embodies Moors & Cabot's vision of being a world-class organization focused on helping individuals achieve their financial aspirations." His ascension to this presidential role is a shining example of the stewardship Moors & Cabot promotes among its team members, and it speaks volumes about Matt's commitment to community engagement.
About Moors & Cabot, Inc.
Moors & Cabot is a respected investment firm headquartered in Boston, with locations throughout the country aiding hundreds of clients in their financial endeavors. With a distinctively personal approach, they offer comprehensive financial products that encompass everything from investment management to insurance and equity trading.
Long-Standing Trust in Financial Advisory
With a tradition spanning over 134 years, Moors & Cabot continues to build, manage, protect, and transition wealth for individuals, families, businesses, and institutions across its extensive network. The firm's commitment to holistic financial solutions resonates with clients seeking stability and growth in their financial journeys.
Frequently Asked Questions
1. Who is Matthew Johnson?
Matthew Johnson is the Vice President of Advisory Services at Moors & Cabot Investments and has recently been elected President of the Estate Planning Council.
2. What is the Estate Planning Council?
The Estate Planning Council is a group of professionals specializing in estate planning, such as lawyers and financial planners, who work together to assist clients with complex planning needs.
3. How long has Matthew Johnson been part of the Estate Planning Council?
Matthew Johnson has been a member of the Estate Planning Council for seven years and served in leadership roles for four years.
4. What services does Moors & Cabot provide?
Moors & Cabot offers a wide range of financial services, including investment management, insurance solutions, and wealth protection strategies.
5. Where is Moors & Cabot located?
Moors & Cabot is headquartered in Boston, with additional offices throughout the country, serving clients nationwide.
About The Author
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